Purchases and Sales Made in Q4 2024 in Nuveen Municipal High Income Opportunity Fund (NMZ)
This table provides information about the institutional ownership of Nuveen Municipal High Income Opportunity Fund (NMZ) during Q4 2024. The information is specifically focused on institutions that hold shares of NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
870KNew |
$9.31M - $10.2M
|
870K
$9.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
412K+ 196.7% |
$4.41M - $4.84M
|
622K
$7.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
91.6KNew |
$980K - $1.07M
|
91.6K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
79.8KNew |
$854K - $937K
|
79.8K
$901K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
58.9K+ 20.76% |
$631K - $692K
|
343K
$3.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
35.3K+ 45.2% |
$378K - $415K
|
113K
$1.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
33.7KNew |
$361K - $396K
|
33.7K
$381K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
29.7K+ 19.64% |
$318K - $349K
|
181K
$2.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
25.9KNew |
$277K - $304K
|
25.9K
$292K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
22.5K+ 89.35% |
$241K - $265K
|
47.8K
$539K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
18.3K+ 44.5% |
$196K - $215K
|
59.4K
$671K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
15.5KNew |
$166K - $183K
|
15.5K
$176K
|
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
15.5K+ 15.69% |
$165K - $181K
|
114K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.4K+ 62.74% |
$154K - $169K
|
37.4K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
12.2KNew |
$130K - $143K
|
12.2K
$137K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
11.2K+ 19.46% |
$120K - $132K
|
69K
$779K
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
10KNew |
$107K - $117K
|
10K
$113K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
10KNew |
$107K - $117K
|
10K
$113K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
7.09K+ 24.21% |
$75.9K - $83.2K
|
36.4K
$411K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
6.5KNew |
$69.6K - $76.3K
|
6.5K
$73.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.35K+ 16.98% |
$35.8K - $39.3K
|
23.1K
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.32K+ 6.18% |
$35.5K - $39K
|
57K
$644K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.98K+ 3.66% |
$31.8K - $34.9K
|
84.3K
$951K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
2.92KNew |
$31.2K - $34.3K
|
2.92K
$33K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.65K+ 22.61% |
$28.3K - $31.1K
|
14.3K
$162K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.97K+ 3.62% |
$21.1K - $23.1K
|
56.4K
$637K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.73K+ 107.37% |
$18.5K - $20.3K
|
3.35K
$37.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.72K+ 14.21% |
$18.4K - $20.2K
|
13.8K
$156K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.61K+ 514.7% |
$17.2K - $18.9K
|
1.92K
$21.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.03K+ 0.74% |
$11K - $12.1K
|
140K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
346+ 2.95% |
$3.7K - $4.06K
|
12.1K
$136K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
112+ 0.71% |
$1.2K - $1.31K
|
15.9K
$180K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
78+ 1.19% |
$835 - $916
|
6.64K
$75K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
43+ 0.36% |
$460 - $505
|
11.9K
$134K
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
28+ 0.16% |
$300 - $329
|
17.5K
$197K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.03K- 1.47% |
$11K - $12.1K
|
68.8K
$776K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.79K- 9.53% |
$19.1K - $21K
|
17K
$191K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4K- 10.61% |
$42.8K - $46.9K
|
33.7K
$380K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.75K- 11.73% |
$50.8K - $55.8K
|
35.8K
$404K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.61K- 8.57% |
$60.1K - $65.9K
|
59.9K
$676K
|
|
|
Jan 15, 2025
Q4 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-7.49K- 1.7% |
$80.1K - $87.9K
|
432K
$4.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-10.7K- 2.02% |
$114K - $125K
|
518K
$5.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.9K- 5.28% |
$138K - $151K
|
231K
$2.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-13K- 40.66% |
$139K - $153K
|
19K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.7K- 8.77% |
$157K - $172K
|
153K
$1.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-19K- 23.32% |
$203K - $223K
|
62.5K
$705K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.8K- 18.71% |
$255K - $279K
|
103K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-34K- 11.4% |
$364K - $399K
|
264K
$2.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-51.7K- 9.63% |
$553K - $607K
|
485K
$5.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-72.2K- 69.29% |
$773K - $848K
|
32K
$362K
|